Overview
Assets Under Management: $10.4 billion
Headquarters: IRVINE, CA
High-Net-Worth Clients: 18
Average Client Assets: $2 million
Frequently Asked Questions
ACORNS ADVISERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #165926), ACORNS ADVISERS, LLC is subject to fiduciary duty under federal law.
ACORNS ADVISERS, LLC is headquartered in IRVINE, CA.
ACORNS ADVISERS, LLC serves 18 high-net-worth clients according to their SEC filing dated April 03, 2025. View client details ↓
According to their SEC Form ADV, ACORNS ADVISERS, LLC offers portfolio management for individuals. View all service details ↓
ACORNS ADVISERS, LLC manages $10.4 billion in client assets according to their SEC filing dated April 03, 2025.
According to their SEC Form ADV, ACORNS ADVISERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 18
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.27
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 4,813,137
Discretionary Accounts: 4,693,954
Non-Discretionary Accounts: 119,183
Regulatory Filings
CRD Number: 165926
Filing ID: 1976390
Last Filing Date: 2025-04-03 16:21:00
Website: https://acorns.com